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Current Employers
Retirement Researcher, Llc

1900 Gallows Road Suite 350, Tysons, VA 22182 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2020-09-01
  • VA RA
    APPROVED
    Since 2020-09-01

Branch Locations

1900 Gallows Road Suite 350, Tysons, VA 22182 • United States

Mclean Asset Management Corp.

1900 Gallows Road Suite 350, Tysons, VA 22182 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2004-03-15
  • VA RA
    APPROVED
    Since 2004-03-15

Branch Locations

1900 Gallows Road Suite 350, Tysons, VA 22182 • United States

Alexandria, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mclean Asset Management Corp Mclean VA 01/2005 Present
Retirement Researcher, Llc Tysons VA 08/2018 Present
Previous Registrations
Other Businesses

RISA, LLC - A product for Investment Advisors to use toward their clients' retirement income planning; CEO (non-investment related); 1900 Gallows Rd Suite 350, Tysons VA 22182; Start Date: 1/2021. Mr. Murguia is an owner and the Chief Executive Officer of RISA, LLC. He promotes the RISA through podcasts, webinars, and other community engagement. Hours per month devoted to business during trading hours: 32 Hours per month devoted to business outside trading hours: 8

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-01-28
  • S65 Uniform Investment Adviser Law Examination
    2003-01-28

View on SEC IAPD

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